The Basics

Set up your company’s Resources

Once you have Resource Hero setup and configured, the next step is to create your resources.

Creating a new resource

If you do not see the Resources tab in your current list of tabs, you can find it by switching to the Resource Hero app or by searching for the Resources tab from the Salesforce Application Launcher.  From the Resources tab, click the New button.

add-new-through-the-standard-ui

 

Resource Fields

Resource Name

Enter in a name that will represent your resource.  In most cases, this will be the first and last name of a person.  Depending on the type of business and how you plan on using resource hero, this could also be the identifier of a piece of equipment, a room name, etc.

Target Hours

The Weekly Target Min Hours and Weekly Target Max Hours fields represent the range of hours that a resource should be working in a week.  These two fields are used in the Resource Hero matrices to calculate a given Resource’s utilization.

Optional fields

Other fields are available to help you track additional information about your Resources.

Team – Help put your resources into logical groups like Development, Account Managers, etc.

Minimum Rate – The minimum rate that this resource should be billed

Target Rate – The ideal rate that this resource should be billed.

Note: While Resource Hero includes key fields for tracking your Resources, you are free to create your own fields and even add them to the Manage Resources screen.

  • For details, on how to add new fields see the following Salesforce Help and Training article
  • For details on how to add additional fields to the Manage Resources screen, see the following support post.

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